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  • CPI Adjustment

    The Balance interface has a standard Consumer Price Index (CPI) Utility that can be configured to create automatic inflation adjustments. The inflation adjustments will impact funds historical gift…

  • How Do I View or Export Transactions That Have Been Entered in Balance?

    There are several options available in Balance if you would like to view transactions that have been entered in a past or the current posting period. You can view transactions using various filters…

  • How Do I Run Reports in Balance?

    Balance users get automatic access to a suite of standard reports they can use to estimate distributions, monitor fund performance, reconcile investments, and for many other purposes.…

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